Principal & Financial Advisor
With a background in business, psychology, and professional trading, he combines strategic financial expertise with a commitment to ethical advising and long-term client success.
Alexander Frias
Operations Manager
Alex specializes in helping clients & advisors navigate the operational side of wealth management with efficiency and care, his experience includes supporting complex client relationships…
New Business Coordinator
Maj combines her expertise in personal finance with a background in event and project management, bringing a detail-oriented and strategic approach to helping clients plan for their future.
Gianna Brossard
Director of Marketing/Communications
Gianna supports the team through web development, graphic design, marketing, digital communications, & event coordination. She enjoys combining creativity and technology to help deliver a great client experience.
Operations & Data Specialist
Abe combines his analytical skills and tech-savvy approach to refine data processes, enhance client engagement strategies, and keep Leverage Planners operating efficiently in a fast-moving digital landscape.
New Business Advisor
Rocco draws on his financial background, entrepreneurial spirit, and passion for having others in supporting the team in creating thoughtful, personalized strategies that align clients’ money with their life goals.